A revocable trust offers flexibility and privacy and helps bypass probate. However, not every asset belongs in one. Some transfers trigger taxes, legal complications, or unnecessary steps, such as additional paperwork or delays in accessing funds. Mark Fishbein, lead...
Embracing a New Chapter with Confidence Retirement marks a profound life transition, and under the expert guidance of Mark Fishbein and ALTA Estate, meticulous planning becomes not just prudent but imperative for financial security and peace of mind. As you step into...
The property transfer after death is a fundamental aspect of estate planning that ensures your assets are distributed according to your wishes. So, how long do you have to transfer property after death? The answer depends on several factors, including state laws,...
Inheritance and estate planning are critical to managing your financial future. An estate plan outlines how you wish to distribute assets after death. Estate planning involves creating essential documents such as wills, trusts, powers of attorney, and healthcare...
Crafting a Dispute-Proof Estate Plan: When planning your estate, the goal isn’t merely to allocate your assets; it’s to ensure that your final wishes are executed seamlessly, leaving no room for disputes that could fracture your intentions. A meticulously...
Dispelling the Misconception of Living Trusts as Creditor Shields In estate planning, revocable living trusts often emerge as a favored choice. Yet, a prevailing misconception exists that these trusts provide a fortress-like defense against creditors. Mark Fishbein, a...
